Co-Invest
About
Invest with Claude and other AI assistants
Details
- Author
- Unknown
- Categories
- Finance, Other, AI
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- Research a market in chat— Ask your assistant to analyze a crypto, stock, commodity, or FX pair and get a position sizing recommendation before trading.
- Place a trade with confirmation— Have the AI build a long or short order with size and multiplier, then tap Confirm on the returned card to execute it.
- Switch to paper trading— Tell the assistant to enable paper mode to test trades against live market data with a simulated balance, no real money at risk.
- Attach stop-losses and take-profits— Request risk management orders on a suggested trade directly in the conversation without leaving the chat.
- Review your portfolio— Ask the assistant to read your current holdings and propose trade ideas based on your existing positions.
Want the full detail on setup, capabilities, and safety?Read the Co-Invest docs.
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